Posts Tagged ‘2017’

There’s still time to make a regular IRA contribution for 2017! You have until your tax return due date (not including extensions) to contribute up to $5,500 for 2017 ($6,500 if you were age 50 by December 31, 2017). For most taxpayers, the contribution deadline for 2017 is April 17, 2018. You can contribute to…

Looking for an easier way to deposit checks into your Schwab account? Charles Schwab now has Schwab Mobile Deposit. You can deposit checks wherever you are with their mobile check deposit service. You can make deposits to your eligible Schwab Bank or Schwab Brokerage and IRA accounts by simply taking pictures of your checks with…

Yesterday, we closed our offices so our team could attend a one-day Charles Schwab conference. This conference offered us so much new and exciting information. Your experience with Chesapeake Financial Advisors and with Charles Schwab will improve greatly – now – and in the coming months. Improvements have been made in several areas of client…

The markets continued to march higher into the 2nd quarter. With the strong finish, it marked the eighth straight month of gains for the Dow Jones Industrial Average. The Dow is now enjoying a rise of 8.0% for the year while the S&P 500 is up 8.2%. While those two indices have had impressive returns…